Financial Engines Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Engines Advisors’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$290K	Buy	+756	New	+$300K	﹤0.01%	475
2025 Q4	–	Sell	-810	Closed	-$264K	–	559
2025 Q3	$264K	Sell	810 -138	-15%	-$40.9K	﹤0.01%	489
2025 Q2	$264K	Buy	+948	New	+$220K	﹤0.01%	467
2025 Q1	–	Sell	-1,183	Closed	-$286K	–	451
2024 Q4	$286K	Buy	1,183 +366	+45%	+$90.8K	﹤0.01%	393
2024 Q3	$201K	Buy	+817	New	+$199K	﹤0.01%	370

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Financial Engines Advisors's SMH Position: Q1 2026 in Review

Financial Engines Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 756 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in SMH as recently as Q3 2025.

Financial Engines Advisors first reported a position in SMH in Q3 2024 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Financial Engines Advisors held 756 shares of VanEck Semiconductor ETF worth $290K as of Q1 2026.
VanEck Semiconductor ETF was a new Financial Engines Advisors position in Q1 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #475 holding.
Financial Engines Advisors first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 5 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.